A CFP® certification is considered the standard of excellence in financial planning and prepares the recipient to provide comprehensive advice to their clients. CFP® professionals have demonstrated expertise and are committed to high standards, earning the respect of their colleagues and the trust of their clients.

In order to become a CFP® professional, these advisors had to meet rigorous education and experience requirements and commit to high ethical and professional standards. They each completed:

A comprehensive financial planning curriculum approved by the CFP Board;

Passed a comprehensive six-hour CFP® Certification Examination that tested their ability to apply financial planning knowledge in an integrated format;

Completed thousands of hours of professional experience related to financial planning; and

Satisfied the CFP Board’s Fitness Standards and are committed to abide by the CFP Board’s Code of Ethics and Standards of Conduct.

Their commitments and education don’t stop there, as CFP® professionals are also required to complete ongoing continuing education coursework to further their competence in financial planning.

We are proud to have Brandon, Brianne, Charlie and Robert as part of the Hamilton Capital team and are inspired by their commitment to serving clients.